Welcome to our dedicated page for Criteo SEC filings (Ticker: CRTO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Criteo鈥檚 entire business hinges on turning commerce data into performance-driven advertising. That dependence on data privacy rules, cross-border revenue and fast-evolving AI R&D makes its SEC filings packed with details鈥� from how cookie deprecation reshapes segment revenue to the capitalised value of its machine-learning platform. If you have ever typed 鈥渦nderstanding Criteo SEC documents with AI鈥� or 鈥渉ow to read Criteo鈥檚 annual report 10-K simplified,鈥� you are in the right place.
Stock Titan delivers every document the moment it hits EDGAR鈥攚hether you need a Criteo quarterly earnings report 10-Q filing, the latest 8-K material events explained or a deep dive into Criteo insider trading Form 4 transactions. Our AI-powered summaries translate footnotes about data-partner contracts and European privacy litigation into plain English, while smart search points you straight to:
- Criteo annual report 10-K simplified鈥攕egment revenue, traffic-acquisition costs and goodwill testing
- Criteo proxy statement executive compensation鈥攂onus metrics tied to retail media growth
- Criteo Form 4 insider transactions real-time鈥攅xecutive stock transactions before product launches
Analysts use these insights to compare quarter-over-quarter take-rate trends, monitor 鈥淐riteo earnings report filing analysis鈥� for margin shifts, and track 鈥淐riteo executive stock transactions Form 4鈥� alongside 8-K disclosures. With AI-powered analysis, real-time alerts and complete historical archives, you can move from 300 pages of technical language to actionable context in minutes鈥攏o more scrolling through PDFs to locate privacy-risk disclosures or deferred tax footnotes.
Barclays PLC reports beneficial ownership of 3,035,479 Criteo ADRs, representing 5.71% of the class. The filing breaks the position into 775,479 shares of sole voting and dispositive power and 2,260,000 shares of shared voting and dispositive power. Barclays is organized in the United Kingdom and names Barclays Bank PLC and Barclays Capital Inc as relevant subsidiaries. The filer certifies these securities are held in the ordinary course of business and were not acquired to change or influence the issuer's control. The statement is submitted on Schedule 13G as a holding-company disclosure of a passive stake.
Criteo S.A. is reported to have 4,071,880 ordinary shares beneficially owned by Senvest Management, LLC and Richard Mashaal, representing 7.7% of the company based on 53,141,869 ordinary shares outstanding as reported in the company quarterly report. The securities are held in accounts of Senvest Master Fund, LP and Senvest Technology Partners Master Fund, LP; Senvest Management acts as investment manager and Mr. Mashaal is the managing member.
The filing identifies the class as ordinary shares (nominal value 20.025) and notes that American Depositary Shares represent ordinary shares and trade on Nasdaq under CRTO. The statement includes a certification that the holdings were not acquired to change or influence control and reports shared voting and dispositive power over the disclosed shares.
Morgan Stanley and its UK broker-dealer subsidiary have filed Amendment No. 1 to Schedule 13G disclosing a >5% passive stake in Criteo S.A. (NASDAQ: CRTO). As of 30 Jun 2025, Morgan Stanley, classified as a parent holding company (HC, CO), reports beneficial ownership of 3,336,522 American Depositary Shares/ordinary shares, equal to 6.3 % of Criteo鈥檚 outstanding class. The shares are held with shared voting power of 3,329,081 and shared dispositive power of 3,336,522; no sole voting or dispositive power is reported.
Morgan Stanley & Co. International plc, a UK-based broker-dealer (BD, FI, CO), separately reports 3,284,642 shares (6.2 %) with identical shared voting and dispositive power and zero sole authority. The filing, submitted 7 Aug 2025, indicates that the combined operating units of Morgan Stanley have crossed the 5 % threshold, necessitating this Schedule 13G filing under Rule 13d-1(b). No other material transactions, earnings data, or intentions (Schedule 13D) are disclosed; the position is presented as passive institutional ownership.
Criteo S.A. (CRTO) Q2-25 10-Q highlights
Revenue grew 2% YoY to $482.7 M, driven by Retail Media +11% while Performance Media was flat. Currency-neutral growth was flat as Euro/JPY strength cut $10 M. Traffic acquisition costs fell 7% to $190.6 M, lifting gross margin to 53.6% (49.4% LY) and Contribution ex-TAC to $292.1 M (+9%).
Operating expenses jumped 17% to $228.1 M, mainly from R&D +33% (accelerated cookie-related amortisation $7.9 M) and sales & ops +14%. Operating income fell 18% to $30.5 M; net income declined 18% to $22.9 M, or $0.39 diluted EPS (vs $0.46). H1-25 net income improved 72% to $62.9 M on lighter TAC and lower other costs.
Cash & balance sheet
- Cash & equivalents: $205.7 M (-$85 M YTD) after $104.5 M share buybacks; new authorisation raised to $805 M.
- Operating cash flow H1: $60.9 M (+95% YoY); capex/internally developed software $52.3 M.
- Total equity rose to $1.128 B; net cash position unaffected by long-term debt ($0.3 M).
Key developments & risks
- Largest customer (4.6% FY-24 sales) to reduce scope from Nov-25.
- Alphabet halted cookie deprecation; company recorded $0.9 M impairment and extended server useful life to 6 yrs.
- Ongoing CNIL GDPR fine (鈧�40 M) under appeal; new class action over health-data advertising filed Jul-25.
Regionally, Americas revenue -6%, EMEA +10%, APAC +7%. Retail Media momentum and lower TAC offset regional softness, but rising opex and legal uncertainties weigh on profitability and cash.
Criteo S.A. (NASDAQ: CRTO) insider Brian Gleason has filed a Form 144 indicating his intent to sell up to 2,842 ordinary shares through Citigroup Global Markets on or after 07/28/2025. At the filing price this represents an aggregate value of roughly $64,936, or less than 0.01 % of the company鈥檚 53.1 million shares outstanding, suggesting limited dilution.
The shares were acquired via restricted and performance stock vesting on 04/28/2022 and are to be sold as compensation-related stock. Gleason has already disposed of 5,327 shares in the last three months鈥�2,841 shares on 04/28/2025 for $96,268.99 and 2,486 shares on 05/23/2025 for $64,175.21鈥攂ringing his total recent and proposed sales to 8,169 shares (~$225 k). The filing affirms he holds no undisclosed material adverse information about the company.
FAQ
What is the current stock price of Criteo (CRTO)?
What is the market cap of Criteo (CRTO)?
